Purchases and Sales Made in Q2 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL WORLD STK INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.07% |
$639 - $686
|
10.7K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$731 - $784
|
14.4K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-10- 0.44% |
$913 - $981
|
2.27K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10- 0.09% |
$913 - $981
|
10.6K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-11- 0.24% |
$1K - $1.08K
|
4.58K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-11- 0.08% |
$1K - $1.08K
|
13K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 0.08% |
$1.19K - $1.27K
|
15.4K
$1.86M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-18- 2.4% |
$1.64K - $1.77K
|
732
$88.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-18- 2.4% |
$1.64K - $1.77K
|
732
$88.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 0.02% |
$1.83K - $1.96K
|
102K
$12.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-24- 0.41% |
$2.19K - $2.35K
|
5.88K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-30- 0.27% |
$2.74K - $2.94K
|
11.1K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 1.32% |
$2.74K - $2.94K
|
2.24K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-30- 0.75% |
$2.74K - $2.94K
|
3.95K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-30- 0.44% |
$2.74K - $2.94K
|
6.8K
$822K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.25% |
$3.01K - $3.24K
|
12.9K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-37- 2.83% |
$3.38K - $3.63K
|
1.27K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39- 10.92% |
$3.56K - $3.82K
|
318
$38.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 3.38% |
$3.74K - $4.02K
|
1.17K
$142K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-46- 0.32% |
$4.2K - $4.51K
|
14.1K
$1.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-47- 0.03% |
$4.29K - $4.61K
|
168K
$20.3M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-48- 1.55% |
$4.38K - $4.71K
|
3.05K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-50- 1.51% |
$4.57K - $4.9K
|
3.25K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-51- 0.95% |
$4.66K - $5K
|
5.29K
$640K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.33% |
$4.84K - $5.2K
|
16K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-59- 0.75% |
$5.39K - $5.79K
|
7.79K
$942K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-62- 1.59% |
$5.66K - $6.08K
|
3.83K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-66- 1.0% |
$6.03K - $6.47K
|
6.57K
$794K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-73- 2.69% |
$6.67K - $7.16K
|
2.64K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 40.76% |
$6.85K - $7.35K
|
109
$13.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-80- 5.57% |
$7.31K - $7.84K
|
1.36K
$164K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-84- 5.39% |
$7.67K - $8.24K
|
1.48K
$178K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 35.92% |
$8.04K - $8.63K
|
157
$19K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-97- 1.1% |
$8.86K - $9.51K
|
8.68K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 1.24% |
$9.13K - $9.81K
|
7.96K
$963K
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
SELL
|
- |
-102- 2.85% |
$9.32K - $10K
|
3.48K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-115- 4.95% |
$10.5K - $11.3K
|
2.21K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-124- 2.04% |
$11.3K - $12.2K
|
5.96K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-129- 1.23% |
$11.8K - $12.6K
|
10.3K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 0.52% |
$11.8K - $12.6K
|
24.8K
$3M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 0.52% |
$11.8K - $12.6K
|
24.8K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-140- 6.03% |
$12.8K - $13.7K
|
2.18K
$264K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-143- 4.03% |
$13.1K - $14K
|
3.41K
$412K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 0.11% |
$13.2K - $14.1K
|
135K
$16.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-144- 1.31% |
$13.2K - $14.1K
|
10.9K
$1.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-145- 0.6% |
$13.2K - $14.2K
|
24.1K
$2.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
SELL
|
- |
-149- 0.18% |
$13.6K - $14.6K
|
82.4K
$9.96M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167- 4.98% |
$15.3K - $16.4K
|
3.19K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-170- 0.53% |
$15.5K - $16.7K
|
32K
$3.87M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-172- 5.23% |
$15.7K - $16.9K
|
3.12K
$377K
|